郭家耀: 恆大(03333.HK)危機加劇港股或下試25,000 希瑪眼科(03309.HK)入主深圳愛康健料利好
獨立股評人郭家耀稱,美股周二全線向下,大市早段造好,蘋果發佈會未有帶來驚喜,高位有回吐壓力,三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息回落至1.28厘水平,金價及油價溫和向好。港股預託證券普遍向下,預料大市早段跟隨外圍低開。內地股市下跌,滬綜指高開低走,收市下跌1.4%,滬深兩市成交額達1.5萬億元水平人民幣。
港股氣氛持續向下,新經濟股走勢未見理想,恆大(03333.HK)債務危機拖累內銀及內房板塊表現,指數失守多條移動平均線水平。短期大市氣氛繼續審慎,指數或進一步下試25,000點支持,上方阻力在26,000點附近。
另希瑪眼科(03309.HK)日前公布將出資5,000萬元人民幣(下同),通過增資向深圳愛康健將發行的註冊資本注資,佔擴大後註冊資本7.1%;並以3.35億元向賣方收購深圳愛康健共47.9%註冊資本,總投資金額共3.85億元,將以內部資源撥付。完成後,希瑪外資企業將持有深圳愛康健55%股權,成為其控股股東。集團表示,深圳愛康健在深圳經營知名牙科連鎖品牌,旗下平台廣為人知,服務大量香港跨境病人,未來將探討與深圳愛康健開拓眼科醫院網絡,提供一站式「眼+牙」連鎖醫療服務,並將牙科服務新增至大灣區現有眼科醫院及診所網絡。公司期望收購後能夠加強品牌效應,未來雙方將配合發展,開拓非關口地區,在現有醫院和正在發展的醫院加開口腔科,亦會大力於香港發展。希瑪透過併購進一步加大醫療網絡,協同效益逐步顯現,業務前景樂觀。
(本人沒持有上述股份)~
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